Commerce Capital Markets
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Commerce Capital Markets Employees
Employee
Years
Job
Industry
Ron Darbouze Ron Darbouze's Commerce Capital Markets Experience June 2004 - August 2004
Job Senior Associate at Invitation Homes
Industry Financial Services
Experience
Invitation Homes September 2013 - Present
TPG Capital April 2010 - September 2013
Merrill Lynch July 2007 - August 2009
Merrill Lynch July 2006 - July 2007
Delaware Investments June 2005 - August 2005
Commerce Capital Markets June 2004 - August 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Investments, Due Diligence, Equities, Fixed Income, Corporate Finance, Asset Managment, Capital Markets, Securities
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science in Economics, Concentration in Marketing
Invitation Homes September 2013 - Present
TPG Capital April 2010 - September 2013
Merrill Lynch July 2007 - August 2009
Merrill Lynch July 2006 - July 2007
Delaware Investments June 2005 - August 2005
Commerce Capital Markets June 2004 - August 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Investments, Due Diligence, Equities, Fixed Income, Corporate Finance, Asset Managment, Capital Markets, Securities
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science in Economics, Concentration in Marketing
Steve Iatarola Steve Iatarola's Commerce Capital Markets Experience August 2007 - November 2008
Job Vice President Institutional Sales at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. June 2011 - Present
Beneficial Bank September 2010 - April 2011
Commerce Capital Markets August 2007 - November 2008
RBC Capital Markets 2000 - 2004
Legg Mason 1996 - 1999
Tucker Anthony 1993 - 1996
Merrill Lynch 1990 - 1993
Skills
Bonds, Finance, Fixed Income, Investments
Education
Saint Joseph's University 1986 — 1990
BS, Finance
Saint Joseph's University 1986 — 1990
Bachelor's degree, Finance, General
Advisors Asset Management, Inc. June 2011 - Present
Beneficial Bank September 2010 - April 2011
Commerce Capital Markets August 2007 - November 2008
RBC Capital Markets 2000 - 2004
Legg Mason 1996 - 1999
Tucker Anthony 1993 - 1996
Merrill Lynch 1990 - 1993
Skills
Bonds, Finance, Fixed Income, Investments
Education
Saint Joseph's University 1986 — 1990
BS, Finance
Saint Joseph's University 1986 — 1990
Bachelor's degree, Finance, General
Jonathon Fitzgerald Jonathon Fitzgerald's Commerce Capital Markets Experience June 2003 - August 2003
Job Senior Equity Portfolio Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price February 2015 - Present
T. Rowe Price November 2013 - January 2015
T. Rowe Price January 2013 - October 2013
T. Rowe Price International Ltd. October 2010 - December 2012
T. Rowe Price Global Investment Services November 2006 - September 2010
T. Rowe Price December 2004 - October 2006
Keystone Mercy Health Plan June 2004 - December 2004
Commerce Capital Markets June 2003 - August 2003
Skills
Equities, Fixed Income, Asset Managment, Investments, Bonds, Mutual Funds, Investment Banking, Bloomberg, Securities, Financial Services, Investment Strategies, Portfolio Management, Analysis, Morningstar Direct, Haver, Performance Attribution, Lipper, Building Relationships, Asset Management, Financial Analysis, Management
Education
CFA Level 3 Candidate, June 2015
Loyola University Maryland 2007 — 2009
MBA, Finance
Goucher College 2000 — 2004
BA, Business Management
University of Westminster 2003 — 2003
T. Rowe Price February 2015 - Present
T. Rowe Price November 2013 - January 2015
T. Rowe Price January 2013 - October 2013
T. Rowe Price International Ltd. October 2010 - December 2012
T. Rowe Price Global Investment Services November 2006 - September 2010
T. Rowe Price December 2004 - October 2006
Keystone Mercy Health Plan June 2004 - December 2004
Commerce Capital Markets June 2003 - August 2003
Skills
Equities, Fixed Income, Asset Managment, Investments, Bonds, Mutual Funds, Investment Banking, Bloomberg, Securities, Financial Services, Investment Strategies, Portfolio Management, Analysis, Morningstar Direct, Haver, Performance Attribution, Lipper, Building Relationships, Asset Management, Financial Analysis, Management
Education
CFA Level 3 Candidate, June 2015
Loyola University Maryland 2007 — 2009
MBA, Finance
Goucher College 2000 — 2004
BA, Business Management
University of Westminster 2003 — 2003
Christopher Kelm Christopher Kelm's Commerce Capital Markets Experience 2004 - 2007
Job Director Operations at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment 2014 - Present
Bryant Park Capital 2011 - 2014
TD Wealth Management Services Inc. April 1992 - July 2010
Commerce Capital Markets 2004 - 2007
Commerce Capital Markets, Inc. 2001 - 2004
Commerce Capital Markets 1998 - 2001
Commerce Capital Markets 1992 - 1998
Cypress Securities Inc. 1992 - 1995
Janney Montgomery Scott 1989 - 1992
Skills
Investment Banking, Series 7, Investment Management, Private Equity, Securities, Finance, Equities, Capital Markets, Alternative Investments, Fixed Income, Bonds, Investments, Mutual Funds, Asset Managment, Wealth Management, Portfolio Management, Trading, Financial Modeling, Due Diligence, Investment Strategies, Financial Services, FINRA, Financial Risk
Education
La Salle University 1985 — 1989
BA, Economics
Lincoln Investment 2014 - Present
Bryant Park Capital 2011 - 2014
TD Wealth Management Services Inc. April 1992 - July 2010
Commerce Capital Markets 2004 - 2007
Commerce Capital Markets, Inc. 2001 - 2004
Commerce Capital Markets 1998 - 2001
Commerce Capital Markets 1992 - 1998
Cypress Securities Inc. 1992 - 1995
Janney Montgomery Scott 1989 - 1992
Skills
Investment Banking, Series 7, Investment Management, Private Equity, Securities, Finance, Equities, Capital Markets, Alternative Investments, Fixed Income, Bonds, Investments, Mutual Funds, Asset Managment, Wealth Management, Portfolio Management, Trading, Financial Modeling, Due Diligence, Investment Strategies, Financial Services, FINRA, Financial Risk
Education
La Salle University 1985 — 1989
BA, Economics
Bradley Pike, CFA's Commerce Capital Markets Experience May 2000 - May 2004
Job Head of Investments and Research at Citrin Cooperman Wealth Managment
Industry Investment Management
Experience
Citrin Cooperman Wealth Management, LP August 2011 - Present
Villanova Financial Services (VFS) December 2009 - August 2011
Philadelphia Investment Partners May 2004 - September 2009
Commerce Capital Markets May 2000 - May 2004
Bloomberg LP March 1998 - May 2000
Skills
Mutual Funds, Due Diligence, Performance Attribution, Financial Analysis, Morningstar Direct, Investment Research, Risk Management, Marketing Strategy, Hedge Fund Due Diligence, ETFs, Investment Policy..., Tactical Asset..., Rebalancing
Education
University of Delaware 1991 — 1996
Bachelor of Science, Finance
Shawnee High School 1987 — 1991
Citrin Cooperman Wealth Management, LP August 2011 - Present
Villanova Financial Services (VFS) December 2009 - August 2011
Philadelphia Investment Partners May 2004 - September 2009
Commerce Capital Markets May 2000 - May 2004
Bloomberg LP March 1998 - May 2000
Skills
Mutual Funds, Due Diligence, Performance Attribution, Financial Analysis, Morningstar Direct, Investment Research, Risk Management, Marketing Strategy, Hedge Fund Due Diligence, ETFs, Investment Policy..., Tactical Asset..., Rebalancing
Education
University of Delaware 1991 — 1996
Bachelor of Science, Finance
Shawnee High School 1987 — 1991
richard zimmerman richard zimmerman's Commerce Capital Markets Experience July 2001 - July 2003
Job Managing Director at TD Bank, N.A.
Industry Banking
Experience
TD Bank, N.A. July 2003 - Present
Commerce Capital Markets July 2001 - July 2003
Janney Montgomery Scott LLC August 1997 - July 2001
Corporate Financial Services July 1993 - August 1995
Goldenberg/Rosenthal CPAs August 1987 - July 1993
Skills
Equity Research, Sell Side, CPA, Commercial Banking, Credit Analysis, Credit, Banking, Commercial Lending, Credit Risk, Retail Banking, Loans, Portfolio Management, Small Business Lending, Wealth Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master's Degree, Finance, General
Penn State University 1985 — 1987
Bachelor's Degree, Accounting
TD Bank, N.A. July 2003 - Present
Commerce Capital Markets July 2001 - July 2003
Janney Montgomery Scott LLC August 1997 - July 2001
Corporate Financial Services July 1993 - August 1995
Goldenberg/Rosenthal CPAs August 1987 - July 1993
Skills
Equity Research, Sell Side, CPA, Commercial Banking, Credit Analysis, Credit, Banking, Commercial Lending, Credit Risk, Retail Banking, Loans, Portfolio Management, Small Business Lending, Wealth Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master's Degree, Finance, General
Penn State University 1985 — 1987
Bachelor's Degree, Accounting
Tom Caldwell Tom Caldwell's Commerce Capital Markets Experience 1998 - 1999
Job Senior Analyst at Great Lakes Capital Fund
Industry Real Estate
Experience
Great Lakes Capital Fund November 2014 - Present
Great Lakes Capital Fund November 2003 - November 2014
Mullin and Lonergan Associates February 2000 - October 2003
Commerce Capital Markets 1998 - 1999
Fairmount Ventures 1997 - 1998
Skills
Tax Credits, Real Estate, Affordable Housing..., LIHTC, Real Estate Development, Affordable Housing, Community Development, Due Diligence, Real Estate Finance, Real Estate Economics, Leases, Investments, Finance, Financial Modeling, Disposition, Underwriting, Real Estate Transactions, Real Estate Financing, Loans, Asset Management, Property, Valuation, HUD, Property Management, Credit
Education
Eastern University 1991 — 1994
MBA, Urban Economic Development
Emory University 1987 — 1991
BA, Economics and History
Great Lakes Capital Fund November 2014 - Present
Great Lakes Capital Fund November 2003 - November 2014
Mullin and Lonergan Associates February 2000 - October 2003
Commerce Capital Markets 1998 - 1999
Fairmount Ventures 1997 - 1998
Skills
Tax Credits, Real Estate, Affordable Housing..., LIHTC, Real Estate Development, Affordable Housing, Community Development, Due Diligence, Real Estate Finance, Real Estate Economics, Leases, Investments, Finance, Financial Modeling, Disposition, Underwriting, Real Estate Transactions, Real Estate Financing, Loans, Asset Management, Property, Valuation, HUD, Property Management, Credit
Education
Eastern University 1991 — 1994
MBA, Urban Economic Development
Emory University 1987 — 1991
BA, Economics and History
David Novitch David Novitch's Commerce Capital Markets Experience 2004 - 2005
Job Financial Sales Education Consultant at Allstate
Industry Financial Services
Experience
Allstate 2013 - Present
New England Financial 2011 - 2012
The Hartford 2006 - 2011
BayPark Financial Group 2005 - 2006
Commerce Capital Markets 2004 - 2005
Allstate 2003 - 2004
CitiSteet: Retirement Services Division 1993 - 2003
Skills
Wholesale, Point-of-Sale, Life Insurance, Business Planning, Multi-generational..., Estate Planning, Series 6, Series 63, Series 65, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Employee Benefits, Financial Advisory, Fixed Annuities, Financial Planners, Financial Services, 401k, POS, Wealth, Finance
Education
University of Rhode Island 1988 — 1992
BA, Economics & Finance
Livingston High School 1984 — 1988
Allstate 2013 - Present
New England Financial 2011 - 2012
The Hartford 2006 - 2011
BayPark Financial Group 2005 - 2006
Commerce Capital Markets 2004 - 2005
Allstate 2003 - 2004
CitiSteet: Retirement Services Division 1993 - 2003
Skills
Wholesale, Point-of-Sale, Life Insurance, Business Planning, Multi-generational..., Estate Planning, Series 6, Series 63, Series 65, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Employee Benefits, Financial Advisory, Fixed Annuities, Financial Planners, Financial Services, 401k, POS, Wealth, Finance
Education
University of Rhode Island 1988 — 1992
BA, Economics & Finance
Livingston High School 1984 — 1988
Michael Tonelli Michael Tonelli's Commerce Capital Markets Experience July 2004 - February 2007
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company October 2011 - Present
Merrill Lynch February 2007 - May 2009
Commerce Capital Markets July 2004 - February 2007
Skills
Financial Modeling, Healthcare, Structured Finance, Management Consulting, Strategic Consulting, Valuation, Emerging Markets, Corporate Development, Private Equity, Due Diligence, Venture Capital
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Health Care Management and Strategy
Tufts University 2000 — 2004
BA, Economics, International Relations, Spanish
University of Oxford 2002 — 2003
Exchange, Economics & Management
Phillips Academy Andover 1996 — 2000
HS
Bain & Company October 2011 - Present
Merrill Lynch February 2007 - May 2009
Commerce Capital Markets July 2004 - February 2007
Skills
Financial Modeling, Healthcare, Structured Finance, Management Consulting, Strategic Consulting, Valuation, Emerging Markets, Corporate Development, Private Equity, Due Diligence, Venture Capital
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Health Care Management and Strategy
Tufts University 2000 — 2004
BA, Economics, International Relations, Spanish
University of Oxford 2002 — 2003
Exchange, Economics & Management
Phillips Academy Andover 1996 — 2000
HS
Todd Ivison CCSP Todd Ivison CCSP's Commerce Capital Markets Experience February 2000 - September 2001
Job Business Development Executive
Industry Information Technology and Services
Experience
BlackRock September 2013 - Present
Delaware Investments, a member of the Macquarie Group June 2012 - September 2013
AEGON December 2007 - June 2009
Pacific Life November 2006 - December 2007
SunAmerica Financial Group April 2005 - April 2006
Lincoln Financial Distributors September 2001 - April 2005
Commerce Capital Markets February 2000 - September 2001
Skills
Business Development, Customer Service, Sales Management, CRM, Lead Generation, Start-ups, Cold Calling, Sales, Sales Operations, Management, Marketing, Insurance, Team Leadership, Financial Services, Investments, Marketing Communications
Education
Muhlenberg College
Bachelor of Arts (B.A.), Economics
The Hill School
BlackRock September 2013 - Present
Delaware Investments, a member of the Macquarie Group June 2012 - September 2013
AEGON December 2007 - June 2009
Pacific Life November 2006 - December 2007
SunAmerica Financial Group April 2005 - April 2006
Lincoln Financial Distributors September 2001 - April 2005
Commerce Capital Markets February 2000 - September 2001
Skills
Business Development, Customer Service, Sales Management, CRM, Lead Generation, Start-ups, Cold Calling, Sales, Sales Operations, Management, Marketing, Insurance, Team Leadership, Financial Services, Investments, Marketing Communications
Education
Muhlenberg College
Bachelor of Arts (B.A.), Economics
The Hill School
Jennifer Maddalena Jennifer Maddalena's Commerce Capital Markets Experience 2001 - 2005
Job Proprietor, The Couture Exchange, llc
Industry Retail
Experience
Currents Magazine 2010 - Present
The Couture Exchange LLC 2005 - Present
Freelance Fashion, Style, & Beauty Writer 2005 - Present
Commerce Bank 2001 - 2005
Commerce Capital Markets 2001 - 2005
Sovereign Bank 1995 - 2000
Marketing One Securities 1995 - 2000
Skills
Small Business, Estate Planning, Strategic Financial..., Investments, Marketing, New Business Development, Entrepreneurship, Insurance, Social Networking, Strategic Planning, Business Development, Fashion, Retail, Customer Service, Sales, Business, Series 7, Editorial, Marketing Strategy, Retirement, Financial Services, Mutual Funds, Asset Allocation, Retirement Planning, Financial Analysis, Advertising, Risk Management, Finance, Magazines, Management, Leadership, Beauty Industry, Portfolio Management, Social Media Marketing, Strategy, Online Marketing, Brand Development, Email Marketing
Education
Brookdale Community College 1991 — 1993
Marketing, Accounting
Series 7, 63 licenses obtained at age 20
Finance, General
Currents Magazine 2010 - Present
The Couture Exchange LLC 2005 - Present
Freelance Fashion, Style, & Beauty Writer 2005 - Present
Commerce Bank 2001 - 2005
Commerce Capital Markets 2001 - 2005
Sovereign Bank 1995 - 2000
Marketing One Securities 1995 - 2000
Skills
Small Business, Estate Planning, Strategic Financial..., Investments, Marketing, New Business Development, Entrepreneurship, Insurance, Social Networking, Strategic Planning, Business Development, Fashion, Retail, Customer Service, Sales, Business, Series 7, Editorial, Marketing Strategy, Retirement, Financial Services, Mutual Funds, Asset Allocation, Retirement Planning, Financial Analysis, Advertising, Risk Management, Finance, Magazines, Management, Leadership, Beauty Industry, Portfolio Management, Social Media Marketing, Strategy, Online Marketing, Brand Development, Email Marketing
Education
Brookdale Community College 1991 — 1993
Marketing, Accounting
Series 7, 63 licenses obtained at age 20
Finance, General
Dominic Marinucci Dominic Marinucci's Commerce Capital Markets Experience 2002 - 2004
Job Financial Advisor at uFinancial Group
Industry Financial Services
Experience
uFinancial Group August 2011 - Present
Morgan Stanley Smith Barney February 2010 - August 2011
Sovereign Bank/ Investment Services at Sovereign Bank 2005 - 2009
Hudson United Bank 2004 - 2005
Commerce Capital Markets 2002 - 2004
Philadelphia Security Products, Inc 1996 - 2002
Skills
Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Investment Advisory, Asset Allocation, Investments, Investment Strategies, Financial Planning, Life Insurance, Retirement Plans, education planning, Equities, Fixed Income, Annuities, Annuity, ETFs, Trusts, Estate Planning, IRA Rollovers, IRA's, Roth IRA, Simple IRA, 401k, 401k Rollovers, 401 K Rollovers, Succession Planning, Disability Insurance, Retirement Income..., variable annuities, Investment Banking, Insurance, Wealth Preservation..., Personal Finance, Managed Money, Asset Management, Wealth, Insurance Planning, Wealth Accumulation, Securities, Financial Advice, Financial Services, Portfolio Management, Bicycle, Mountain Biking, Cycling
Education
Temple University - Fox School of Business and Management 1995 — 1998
BBA
Temple University - Fox School of Business and Management
Bachelor's degree
uFinancial Group August 2011 - Present
Morgan Stanley Smith Barney February 2010 - August 2011
Sovereign Bank/ Investment Services at Sovereign Bank 2005 - 2009
Hudson United Bank 2004 - 2005
Commerce Capital Markets 2002 - 2004
Philadelphia Security Products, Inc 1996 - 2002
Skills
Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Investment Advisory, Asset Allocation, Investments, Investment Strategies, Financial Planning, Life Insurance, Retirement Plans, education planning, Equities, Fixed Income, Annuities, Annuity, ETFs, Trusts, Estate Planning, IRA Rollovers, IRA's, Roth IRA, Simple IRA, 401k, 401k Rollovers, 401 K Rollovers, Succession Planning, Disability Insurance, Retirement Income..., variable annuities, Investment Banking, Insurance, Wealth Preservation..., Personal Finance, Managed Money, Asset Management, Wealth, Insurance Planning, Wealth Accumulation, Securities, Financial Advice, Financial Services, Portfolio Management, Bicycle, Mountain Biking, Cycling
Education
Temple University - Fox School of Business and Management 1995 — 1998
BBA
Temple University - Fox School of Business and Management
Bachelor's degree
Patrick Doherty,CFP® Patrick Doherty,CFP®'s Commerce Capital Markets Experience 2003 - 2006
Job CERTIFIED FINANCIAL PLANNER™ at Reby Advisors
Industry Financial Services
Experience
Reby Advisors (formerly Robert J. Reby & Co., Inc.) November 2006 - Present
Commerce Capital Markets 2003 - 2006
Education
Niagara University 1989 — 1993
BS, Business
JFK
JFK
JFK
JFK
Reby Advisors (formerly Robert J. Reby & Co., Inc.) November 2006 - Present
Commerce Capital Markets 2003 - 2006
Education
Niagara University 1989 — 1993
BS, Business
JFK
JFK
JFK
JFK
Terri Mills's Commerce Capital Markets Experience August 2001 - January 2003
Job Project Manager at Gorton & Partners, LLC
Industry Real Estate
Experience
Gorton & Partners, LLC April 2013 - Present
New York City Economic Development Corporation April 2008 - February 2013
Related November 2004 - March 2008
Commerce Capital Markets August 2001 - January 2003
Skills
Economic Development, Real Estate Development, Financial Analysis, Due Diligence, Urban Planning, Zoning, Budgets, Contract Management, Community Development, Strategic Planning, Project Management, Construction Management, Construction, Urban Design, Sustainability, Project Planning
Education
City University of New York-Hunter College 2008 — 2012
Master of Urban Planning, Urban Design/Economic Development
Saint Joseph's University 1997 — 2001
BS, Finance
Gorton & Partners, LLC April 2013 - Present
New York City Economic Development Corporation April 2008 - February 2013
Related November 2004 - March 2008
Commerce Capital Markets August 2001 - January 2003
Skills
Economic Development, Real Estate Development, Financial Analysis, Due Diligence, Urban Planning, Zoning, Budgets, Contract Management, Community Development, Strategic Planning, Project Management, Construction Management, Construction, Urban Design, Sustainability, Project Planning
Education
City University of New York-Hunter College 2008 — 2012
Master of Urban Planning, Urban Design/Economic Development
Saint Joseph's University 1997 — 2001
BS, Finance
Regal ☝☝ Hawke Regal ☝☝ Hawke's Commerce Capital Markets Experience June 2004 - March 2006
Job Principal at Regal and Associates, Speaker, Consultant, Coach, Educator, Trainer,MasterFacilitator, Motivator, Liberator
Industry Professional Training & Coaching
Experience
Regal and Associates May 2010 - Present
ABOUTFACE Women's Empowerment Tour January 2013 - Present
Goldstar January 2007 - January 2013
Commerce Capital Markets June 2004 - March 2006
TD Waterhouse April 2000 - May 2004
Skills
Film Production, Radio Host, TV production, Talent Development, Event Management, Production Management, Production Planning, Personality, Talk Show, Journalists, Interviews, Inspiration, Motivational Speaking, Creative Writer, Self-esteem, Women Leaders, Women Owned Business, Professional..., Violence Against Women, Professional Women, Production Managment, Video Production, Radio, Talent Management, Public Speaking, Social Networking, Multimedia, Leadership Development, Training, Personal Development, Coaching, Leadership, Business Development
Education
Rutgers University
Bachelor of Arts (B.A.)
Brooklyn Tech
Media Communications Arts
Regal and Associates May 2010 - Present
ABOUTFACE Women's Empowerment Tour January 2013 - Present
Goldstar January 2007 - January 2013
Commerce Capital Markets June 2004 - March 2006
TD Waterhouse April 2000 - May 2004
Skills
Film Production, Radio Host, TV production, Talent Development, Event Management, Production Management, Production Planning, Personality, Talk Show, Journalists, Interviews, Inspiration, Motivational Speaking, Creative Writer, Self-esteem, Women Leaders, Women Owned Business, Professional..., Violence Against Women, Professional Women, Production Managment, Video Production, Radio, Talent Management, Public Speaking, Social Networking, Multimedia, Leadership Development, Training, Personal Development, Coaching, Leadership, Business Development
Education
Rutgers University
Bachelor of Arts (B.A.)
Brooklyn Tech
Media Communications Arts
Melissa Zinni Melissa Zinni's Commerce Capital Markets Experience September 1999 - August 2004
Job Chief Financial Officer at Maryville, Inc (Addiction Treatment Provider)
Industry Nonprofit Organization Management
Experience
Maryville, Inc (Addiction Treatment Provider) September 2012 - Present
YMCA of Burlington and Camden Counties December 2007 - September 2012
YMCA of Burlington and Camden Counties August 2006 - December 2007
Phoenix Advisors August 2004 - August 2007
Commerce Capital Markets September 1999 - August 2004
Skills
Financial Analysis, Cash Management, Public Finance, Budgets, Finance, Leadership, Strategy, Investments, Management, Cash Flow, Strategic Planning, Credit, Auditing, Access, Project Planning, Insurance
Education
The College of New Jersey 1996 — 1999
Bachelor of Science, Finance and Philosophy (double major)
Maryville, Inc (Addiction Treatment Provider) September 2012 - Present
YMCA of Burlington and Camden Counties December 2007 - September 2012
YMCA of Burlington and Camden Counties August 2006 - December 2007
Phoenix Advisors August 2004 - August 2007
Commerce Capital Markets September 1999 - August 2004
Skills
Financial Analysis, Cash Management, Public Finance, Budgets, Finance, Leadership, Strategy, Investments, Management, Cash Flow, Strategic Planning, Credit, Auditing, Access, Project Planning, Insurance
Education
The College of New Jersey 1996 — 1999
Bachelor of Science, Finance and Philosophy (double major)
Andy Greenberg Andy Greenberg's Commerce Capital Markets Experience 2002 - 2005
Job Managing Director at Fairmount Partners
Industry Investment Banking
Experience
Fairmount Partners July 2006 - Present
GF Data Resources March 2006 - Present
Commerce Capital Markets 2002 - 2005
Brown Brothers Harriman 1995 - 2001
Commonwealth of Pennsylvania 1987 - 1994
Drinker Biddle & Reath LLP 1985 - 1987
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, LBO, Finance, Business Strategy, Corporate Development, Investments, Banking, Strategy, Mergers, Capital, Business Valuation, M&A experience, Portfolio Management, Corporate Finance, Venture Capital, Private Placements, Divestitures, Management, Financial Modeling, Financial Advisory, Financial Analysis, Due Diligence, Alternative Investments, Capital Raising, Strategic Planning
Education
Harvard Law School 1982 — 1985
J.D.
Brown University 1978 — 1982
A.B.
Fairmount Partners July 2006 - Present
GF Data Resources March 2006 - Present
Commerce Capital Markets 2002 - 2005
Brown Brothers Harriman 1995 - 2001
Commonwealth of Pennsylvania 1987 - 1994
Drinker Biddle & Reath LLP 1985 - 1987
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, LBO, Finance, Business Strategy, Corporate Development, Investments, Banking, Strategy, Mergers, Capital, Business Valuation, M&A experience, Portfolio Management, Corporate Finance, Venture Capital, Private Placements, Divestitures, Management, Financial Modeling, Financial Advisory, Financial Analysis, Due Diligence, Alternative Investments, Capital Raising, Strategic Planning
Education
Harvard Law School 1982 — 1985
J.D.
Brown University 1978 — 1982
A.B.
John G. Livewell John G. Livewell's Commerce Capital Markets Experience April 2005 - November 2008
Job Chief Compliance Officer at Penn Capital Management
Industry Investment Management
Experience
Penn Capital Management November 2008 - Present
Commerce Capital Markets April 2005 - November 2008
1717 Capital Management Company March 2004 - April 2005
FINRA February 2002 - March 2003
Philadelphia Stock Exchange February 2001 - February 2002
Philadelphia Stock Exchange June 1999 - February 2001
Philadelphia Stock Exchange May 1998 - June 1999
First Union Brokerage Services March 1997 - May 1998
First Fidelity/First Union National Bank April 1996 - February 1997
Skills
Private Fund Regulation, Blue Sky Filings, Form ADV Disclosure, Investment Advisors Act, Investment Companies Act, ERISA Compliance, ERISA, Mutual Funds, Securities, Financial Services, Equities, FINRA, Options, Series 7, Trading, Series 66, Series 24, Series 55, Hedge Funds, Series 63, Asset Management, Alternative Investments, Uniform Combined State..., Fixed Income, Investments
Education
Drexel University 1999 — 2001
MS, Finance, Investment Management
Kutztown University of Pennsylvania 1991 — 1995
BSBA, Finance
The Roman Catholic High School of Philadelphia 1987 — 1991
Penn Capital Management November 2008 - Present
Commerce Capital Markets April 2005 - November 2008
1717 Capital Management Company March 2004 - April 2005
FINRA February 2002 - March 2003
Philadelphia Stock Exchange February 2001 - February 2002
Philadelphia Stock Exchange June 1999 - February 2001
Philadelphia Stock Exchange May 1998 - June 1999
First Union Brokerage Services March 1997 - May 1998
First Fidelity/First Union National Bank April 1996 - February 1997
Skills
Private Fund Regulation, Blue Sky Filings, Form ADV Disclosure, Investment Advisors Act, Investment Companies Act, ERISA Compliance, ERISA, Mutual Funds, Securities, Financial Services, Equities, FINRA, Options, Series 7, Trading, Series 66, Series 24, Series 55, Hedge Funds, Series 63, Asset Management, Alternative Investments, Uniform Combined State..., Fixed Income, Investments
Education
Drexel University 1999 — 2001
MS, Finance, Investment Management
Kutztown University of Pennsylvania 1991 — 1995
BSBA, Finance
The Roman Catholic High School of Philadelphia 1987 — 1991
Kevin Becker Kevin Becker's Commerce Capital Markets Experience June 2006 - January 2007
Job Twitter @KevinIBecker I Recruiting Manager at SNI Financial Direct Hire I Accounting & Finance I Job Search
Industry Staffing and Recruiting
Experience
SNI Companies March 2015 - Present
SNI Financial March 2015 - Present
The Entrust Group 2012 - June 2013
K.I. Becker and Associates June 2009 - June 2013
TD Ameritrade May 2008 - May 2009
Commerce Capital Markets June 2006 - January 2007
Countrywide Bank May 2005 - June 2006
PNC March 2002 - May 2005
Morgan Stanley May 2000 - December 2001
UNITED STATES MARINE CORPS August 1989 - August 1993
Skills
Recruiting, Negotiation, Sales, Finance, Business Planning, Marketing Strategy, Leadership, Strategic Planning, Management, Analysis, Business Development, Sales Management, B2B, Coaching, Employee Relations, Account Management, Performance Management, Team Building, Team Leadership, Banking, Customer Service, Financial Analysis, Portfolio Management, Investments, Marketing, Training, Human Resources, Staffing Services, Interviews
Education
Penn State University 1993 — 1997
Cardinal Dougherty 1985 — 1988
SNI Companies March 2015 - Present
SNI Financial March 2015 - Present
The Entrust Group 2012 - June 2013
K.I. Becker and Associates June 2009 - June 2013
TD Ameritrade May 2008 - May 2009
Commerce Capital Markets June 2006 - January 2007
Countrywide Bank May 2005 - June 2006
PNC March 2002 - May 2005
Morgan Stanley May 2000 - December 2001
UNITED STATES MARINE CORPS August 1989 - August 1993
Skills
Recruiting, Negotiation, Sales, Finance, Business Planning, Marketing Strategy, Leadership, Strategic Planning, Management, Analysis, Business Development, Sales Management, B2B, Coaching, Employee Relations, Account Management, Performance Management, Team Building, Team Leadership, Banking, Customer Service, Financial Analysis, Portfolio Management, Investments, Marketing, Training, Human Resources, Staffing Services, Interviews
Education
Penn State University 1993 — 1997
Cardinal Dougherty 1985 — 1988
Robert T. Hoey's Commerce Capital Markets Experience May 2004 - August 2004
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC April 2014 - Present
Morgan Stanley September 2012 - March 2014
Smith Barney August 2007 - September 2012
Legg Mason June 2006 - July 2007
Commerce Capital Markets May 2004 - August 2004
Skills
Investments, Strategy, Portfolio Management, Management, Program Management, Financial Services, Asset Allocation, Finance, Wealth Management
Education
Fairfield University 2001 — 2005
Bachelor of Science (B.S.), Finance
Holy Cross High School 1998 — 2001
Janney Montgomery Scott LLC April 2014 - Present
Morgan Stanley September 2012 - March 2014
Smith Barney August 2007 - September 2012
Legg Mason June 2006 - July 2007
Commerce Capital Markets May 2004 - August 2004
Skills
Investments, Strategy, Portfolio Management, Management, Program Management, Financial Services, Asset Allocation, Finance, Wealth Management
Education
Fairfield University 2001 — 2005
Bachelor of Science (B.S.), Finance
Holy Cross High School 1998 — 2001
Robert Martine Robert Martine's Commerce Capital Markets Experience 2001 - 2001
Job Sr. Business Development Manager at NRG Energy
Industry Renewables & Environment
Experience
NRG Energy October 2014 - Present
SunPower Corporation July 2011 - October 2014
SunPower Corp. July 2008 - June 2011
Wachovia, A Wells Fargo Company November 2005 - June 2008
Wachovia, A Wells Fargo Company July 2003 - October 2005
Commerce Capital Markets 2001 - 2001
Skills
Renewable Energy, Solar, Energy, Photovoltaics, Clean Energy, Purchase Agreements, Project Finance, Financial Modeling, Business Development, Strategy, Competitive Analysis, Alternative Energy, Cross-functional Team..., Solar Energy, Financial Analysis, Finance
Education
Drexel University 1999 — 2002
Bachelor of Science, Finance
George Mason University 1997 — 1999
Business
NRG Energy October 2014 - Present
SunPower Corporation July 2011 - October 2014
SunPower Corp. July 2008 - June 2011
Wachovia, A Wells Fargo Company November 2005 - June 2008
Wachovia, A Wells Fargo Company July 2003 - October 2005
Commerce Capital Markets 2001 - 2001
Skills
Renewable Energy, Solar, Energy, Photovoltaics, Clean Energy, Purchase Agreements, Project Finance, Financial Modeling, Business Development, Strategy, Competitive Analysis, Alternative Energy, Cross-functional Team..., Solar Energy, Financial Analysis, Finance
Education
Drexel University 1999 — 2002
Bachelor of Science, Finance
George Mason University 1997 — 1999
Business
David Barr David Barr's Commerce Capital Markets Experience 2002 - 2008
Job
Industry Investment Banking
Experience
GATES Capital Corp. July 2011 - Present
Piper Jaffray 2009 - July 2011
TD Securities 2009 - 2009
Commerce Capital Markets 2002 - 2008
GATES Capital Corp. 2000 - 2002
CIBC World Markets 1998 - 2000
New Jersey Housing Mortgage Finance Agency 1995 - 1998
Skills
Public Finance, Financial Modeling, Not for Profit, Investment Banking, Municipal Bonds, Tax-exempt, Financial Structuring, Project Management, Deal Origination, Bloomberg, Microsoft Office, DBC, Presentations, Client Development, Desktop Publishing, Email Marketing, Management, Bonds, Fixed Income, Portfolio Management, Capital Markets, Series 7, Series 63, Securities, Investments, Economics, Credit Analysis, Credit, Financial Analysis, FINRA, Commercial Lending, Treasury Management, Financial Services, Financial Markets, Loans, Finance, Banking, Cash Management, Loan Origination, Syndications, Financial Risk, Alternative Investments, Deal Creation, Derivatives, Structured Finance, Trading, Credit Risk, Securitization, Funding, Project Finance
Education
Hofstra University 1993 — 1995
MBA, Finance
Hofstra University 1989 — 1993
BA, Economics
LeadNJ 2012 — 2013
Fellow, Business Leadership
Rumson-Fair Haven Regional High School 1985 — 1989
High School Diploma, College Prep
GATES Capital Corp. July 2011 - Present
Piper Jaffray 2009 - July 2011
TD Securities 2009 - 2009
Commerce Capital Markets 2002 - 2008
GATES Capital Corp. 2000 - 2002
CIBC World Markets 1998 - 2000
New Jersey Housing Mortgage Finance Agency 1995 - 1998
Skills
Public Finance, Financial Modeling, Not for Profit, Investment Banking, Municipal Bonds, Tax-exempt, Financial Structuring, Project Management, Deal Origination, Bloomberg, Microsoft Office, DBC, Presentations, Client Development, Desktop Publishing, Email Marketing, Management, Bonds, Fixed Income, Portfolio Management, Capital Markets, Series 7, Series 63, Securities, Investments, Economics, Credit Analysis, Credit, Financial Analysis, FINRA, Commercial Lending, Treasury Management, Financial Services, Financial Markets, Loans, Finance, Banking, Cash Management, Loan Origination, Syndications, Financial Risk, Alternative Investments, Deal Creation, Derivatives, Structured Finance, Trading, Credit Risk, Securitization, Funding, Project Finance
Education
Hofstra University 1993 — 1995
MBA, Finance
Hofstra University 1989 — 1993
BA, Economics
LeadNJ 2012 — 2013
Fellow, Business Leadership
Rumson-Fair Haven Regional High School 1985 — 1989
High School Diploma, College Prep
Dan Heller Dan Heller's Commerce Capital Markets Experience July 2001 - April 2005
Job Chief Financial Officer at Lamb Financial Group
Industry Insurance
Experience
Lamb Financial Group April 2012 - Present
Diamond Equity Partners December 2009 - April 2012
RAF Industries July 2007 - December 2009
SCP Private Equity Partners July 2006 - August 2006
Avaya May 2006 - July 2006
Commerce Capital markets July 2001 - April 2005
Janney Montgomery Scott July 2000 - July 2001
Skills
M&A experience, LBO, Business Analysis, Private Equity, Valuation, Mergers, Investment Banking, Equities, Investments, Financial Advisory, Deal Sourcing, Fairness Opinions, Deal Structuring, Financial Modeling, Structuring, Due Diligence, DCF, Venture Capital, Business Valuation, Capital, Portfolio Management, Restructuring, Private Placements, Financial Analysis, Buyouts, Equity Valuation, M&A due diligence, Leveraged Finance, Sell Side, Deal Execution, Strategic Advisory, Corporate Finance, Strategy, Financial Structuring, Mergers & Acquisitions, Negotiation, Start-ups, Entrepreneurship, Finance, Acquisitions, Funding, Acquisition Integration, Turn Around Management, IPO, Executive Management, Asset Based Lending, Capital Raising
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Lehigh University 1996 — 2000
BA, Finance and Marketing
Upper Dublin High School 1992 — 1996
Lamb Financial Group April 2012 - Present
Diamond Equity Partners December 2009 - April 2012
RAF Industries July 2007 - December 2009
SCP Private Equity Partners July 2006 - August 2006
Avaya May 2006 - July 2006
Commerce Capital markets July 2001 - April 2005
Janney Montgomery Scott July 2000 - July 2001
Skills
M&A experience, LBO, Business Analysis, Private Equity, Valuation, Mergers, Investment Banking, Equities, Investments, Financial Advisory, Deal Sourcing, Fairness Opinions, Deal Structuring, Financial Modeling, Structuring, Due Diligence, DCF, Venture Capital, Business Valuation, Capital, Portfolio Management, Restructuring, Private Placements, Financial Analysis, Buyouts, Equity Valuation, M&A due diligence, Leveraged Finance, Sell Side, Deal Execution, Strategic Advisory, Corporate Finance, Strategy, Financial Structuring, Mergers & Acquisitions, Negotiation, Start-ups, Entrepreneurship, Finance, Acquisitions, Funding, Acquisition Integration, Turn Around Management, IPO, Executive Management, Asset Based Lending, Capital Raising
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Lehigh University 1996 — 2000
BA, Finance and Marketing
Upper Dublin High School 1992 — 1996
Emily Duchac Emily Duchac's Commerce Capital Markets Experience August 2008 - February 2009
Job
Industry Real Estate
Experience
SC Johnson August 2014 - Present
Quad/Graphics September 2010 - August 2014
Camco Management Company April 2009 - October 2010
Commerce Capital Markets August 2008 - February 2009
New York & Company December 2007 - July 2008
New York & Company September 2006 - December 2007
New York & Company October 2004 - September 2006
The Trump Organization September 2000 - October 2004
Skills
Financial Analysis, Forecasting, Real Estate, Accounting, Microsoft Excel, Financial Reporting, Financial Modeling, Strategic Planning, Microsoft Office, Leases, Budgets, Legal Writing, Commercial Real Estate, Corporate Real Estate, Real Estate Transactions, Lease Negotiations, Lease drafting and..., Commercial Real Estate..., Commercial Real Estate..., Real Estate PSA..., Lease Audit, Budget, Retail, Outlook, Contract Negotiation, Real Estate Economics, Finance, Real Estate Development, Commercial Real Estate...
Education
Lawrence University 1996 — 2000
SC Johnson August 2014 - Present
Quad/Graphics September 2010 - August 2014
Camco Management Company April 2009 - October 2010
Commerce Capital Markets August 2008 - February 2009
New York & Company December 2007 - July 2008
New York & Company September 2006 - December 2007
New York & Company October 2004 - September 2006
The Trump Organization September 2000 - October 2004
Skills
Financial Analysis, Forecasting, Real Estate, Accounting, Microsoft Excel, Financial Reporting, Financial Modeling, Strategic Planning, Microsoft Office, Leases, Budgets, Legal Writing, Commercial Real Estate, Corporate Real Estate, Real Estate Transactions, Lease Negotiations, Lease drafting and..., Commercial Real Estate..., Commercial Real Estate..., Real Estate PSA..., Lease Audit, Budget, Retail, Outlook, Contract Negotiation, Real Estate Economics, Finance, Real Estate Development, Commercial Real Estate...
Education
Lawrence University 1996 — 2000
Peter J Ponzio's Commerce Capital Markets Experience 1999 - 2005
Job Sr. Vice President at EagleView Advisors
Industry Financial Services
Experience
EagleView Advisors August 2014 - Present
Longview Financial Partners July 2013 - July 2014
LPL Financial October 2012 - July 2014
Longview Financial Advisors October 2005 - July 2013
Sunbelt Securities January 2011 - October 2012
Commerce Capital Markets 1999 - 2005
VALIC 1990 - 2000
Donald Smith & Associates 1986 - 1990
First Investors Corporation 1982 - 1986
Skills
Retirement Planning, Asset Management, Mutual Funds, Wealth Management, Qualified Retirement..., 401k, Insurance, Health Insurance, Property & Casualty..., Life Insurance, ERISA, Investment Advisory, Investments, Securities
Education
Rutgers University-New Brunswick 1982 — 1984
EagleView Advisors August 2014 - Present
Longview Financial Partners July 2013 - July 2014
LPL Financial October 2012 - July 2014
Longview Financial Advisors October 2005 - July 2013
Sunbelt Securities January 2011 - October 2012
Commerce Capital Markets 1999 - 2005
VALIC 1990 - 2000
Donald Smith & Associates 1986 - 1990
First Investors Corporation 1982 - 1986
Skills
Retirement Planning, Asset Management, Mutual Funds, Wealth Management, Qualified Retirement..., 401k, Insurance, Health Insurance, Property & Casualty..., Life Insurance, ERISA, Investment Advisory, Investments, Securities
Education
Rutgers University-New Brunswick 1982 — 1984
Dawn Mayer Dawn Mayer's Commerce Capital Markets Experience August 2001 - April 2003
Job Associate Director of Tax Compliance at University of San Francisco
Industry Legal Services
Experience
University of San Francisco January 2014 - Present
University of San Francisco School of Law and School of Management August 2012 - Present
University of San Francisco June 2011 - January 2014
Sheppard Mullin Richter & Hampton LLP August 2007 - June 2011
Drinker Biddle & Reath LLP June 2005 - August 2005
The Vanguard Group, Inc. 2004 - 2004
Commerce Capital Markets August 2001 - April 2003
Janney Montgomery Scott August 2000 - August 2001
Skills
Legal Research, Corporate Law, Research, Tax, Legal Writing
Education
New York University School of Law 2006 — 2007
LLM, Taxation
Temple University - James E. Beasley School of Law 2003 — 2006
JD, Law
Bryn Mawr College 1996 — 2000
BA, Economics
University of San Francisco January 2014 - Present
University of San Francisco School of Law and School of Management August 2012 - Present
University of San Francisco June 2011 - January 2014
Sheppard Mullin Richter & Hampton LLP August 2007 - June 2011
Drinker Biddle & Reath LLP June 2005 - August 2005
The Vanguard Group, Inc. 2004 - 2004
Commerce Capital Markets August 2001 - April 2003
Janney Montgomery Scott August 2000 - August 2001
Skills
Legal Research, Corporate Law, Research, Tax, Legal Writing
Education
New York University School of Law 2006 — 2007
LLM, Taxation
Temple University - James E. Beasley School of Law 2003 — 2006
JD, Law
Bryn Mawr College 1996 — 2000
BA, Economics
Chris La Marca Chris La Marca's Commerce Capital Markets Experience 2003 - 2008
Job Managing Director, Institutional Client Solutions at Pentegra
Industry Financial Services
Experience
Pentegra Group January 2015 - Present
PFM Asset Management March 2012 - December 2014
SEI Investments January 2008 - February 2012
Commerce Capital Markets 2003 - 2008
United States Marine Corps May 1993 - May 1997
Skills
US Healthcare /..., Outsourced Chief..., Investment Management, Risk Management, Treasury Management, Asset Managment, Portfolio Management, Investment Strategies, Credit Analysis, Joint Ventures, Asset Allocation, Alternative Investments, Financial Modeling, Sustainable Spending..., Relationship Building &..., Execution of Business..., Mergers, Valuation Analysis, Municipal/Tax Exempt..., Series 7, Business Development..., Asset/Liability Analysis, Mergers & Acquisitions, Valuation, Investments, Investment Banking, Bonds, Fixed Income, Pensions, Capital Markets, Corporate Finance, Financial Analysis, Relationship Management, Finance
Education
University of Oklahoma - Price College of Business 1991 — 1996
BBA, Economics, Finance
Pentegra Group January 2015 - Present
PFM Asset Management March 2012 - December 2014
SEI Investments January 2008 - February 2012
Commerce Capital Markets 2003 - 2008
United States Marine Corps May 1993 - May 1997
Skills
US Healthcare /..., Outsourced Chief..., Investment Management, Risk Management, Treasury Management, Asset Managment, Portfolio Management, Investment Strategies, Credit Analysis, Joint Ventures, Asset Allocation, Alternative Investments, Financial Modeling, Sustainable Spending..., Relationship Building &..., Execution of Business..., Mergers, Valuation Analysis, Municipal/Tax Exempt..., Series 7, Business Development..., Asset/Liability Analysis, Mergers & Acquisitions, Valuation, Investments, Investment Banking, Bonds, Fixed Income, Pensions, Capital Markets, Corporate Finance, Financial Analysis, Relationship Management, Finance
Education
University of Oklahoma - Price College of Business 1991 — 1996
BBA, Economics, Finance
Amy Vitner Amy Vitner's Commerce Capital Markets Experience May 1995 - August 1997
Job Managing Director at First Tryon Securities
Industry Financial Services
Experience
First Tryon Advisors March 2014 - Present
First Southwest Company November 2009 - March 2014
Banc of America Securities June 2000 - June 2008
First Union Securities August 1997 - June 2000
Commerce Capital Markets May 1995 - August 1997
Skills
Public Finance, Bonds, Municipalities, Financial Structuring, Quantitative Analysis, Banking, Analysis, Fixed Income, Capital Markets, Investment Banking, Structured Products, Series 7, Bloomberg, Interest Rate..., Securities, Series 63, Alternative Investments, Structured Finance
Education
Philadelphia University 1991 — 1995
BS, Applied Mathematics
First Tryon Advisors March 2014 - Present
First Southwest Company November 2009 - March 2014
Banc of America Securities June 2000 - June 2008
First Union Securities August 1997 - June 2000
Commerce Capital Markets May 1995 - August 1997
Skills
Public Finance, Bonds, Municipalities, Financial Structuring, Quantitative Analysis, Banking, Analysis, Fixed Income, Capital Markets, Investment Banking, Structured Products, Series 7, Bloomberg, Interest Rate..., Securities, Series 63, Alternative Investments, Structured Finance
Education
Philadelphia University 1991 — 1995
BS, Applied Mathematics
Barbara Pippin Barbara Pippin's Commerce Capital Markets Experience 2004 - 2008
Job Director of Operations at The Centurion Group, LLC
Industry Financial Services
Experience
The Centurion Group, LLC 2008 - Present
Commerce Capital Markets 2004 - 2008
Smith Barney 1990 - 2004
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Securities, FINRA, Investments, Mutual Funds, Pensions, Financial Services, Asset Management, Investment Advisory
Education
Rowan University
Rutgers University
Triton High School
The Centurion Group, LLC 2008 - Present
Commerce Capital Markets 2004 - 2008
Smith Barney 1990 - 2004
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Securities, FINRA, Investments, Mutual Funds, Pensions, Financial Services, Asset Management, Investment Advisory
Education
Rowan University
Rutgers University
Triton High School
Cathy Knoll's Commerce Capital Markets Experience March 1997 - May 2008
Job Retired
Industry Financial Services
Experience
Retired and enjoying time to pursue personal interests and family OwnerCLK ConsultingApril 2010 - January 2015
Sykes April 2012 - July 2012
Bryant Park Capital July 2011 - March 2012
TD Wealth Management August 2010 - March 2011
TD Wealth Management May 2008 - July 2010
Commerce Capital Markets March 1997 - May 2008
PECO Energy January 1986 - January 1991
Skills
Data Analysis, Data Management, Data Integration, Database Design, MS Access, Database Administration, Relational Databases, Reporting Systems, Financial Reporting, Visual Studio, Business Analysis, Programming, Visual Basic, Queries, Quickbooks, Excel, Creative Problem Solving, Training & Development, Sungard, M&O Commission System, NFS Data Parsing, Access, Databases, Risk Management, SDLC, Process Improvement, SQL
Education
Rutgers, The State University of New Jersey-Camden 1982 — 1986
BS, Computer Science
Retired and enjoying time to pursue personal interests and family OwnerCLK ConsultingApril 2010 - January 2015
Sykes April 2012 - July 2012
Bryant Park Capital July 2011 - March 2012
TD Wealth Management August 2010 - March 2011
TD Wealth Management May 2008 - July 2010
Commerce Capital Markets March 1997 - May 2008
PECO Energy January 1986 - January 1991
Skills
Data Analysis, Data Management, Data Integration, Database Design, MS Access, Database Administration, Relational Databases, Reporting Systems, Financial Reporting, Visual Studio, Business Analysis, Programming, Visual Basic, Queries, Quickbooks, Excel, Creative Problem Solving, Training & Development, Sungard, M&O Commission System, NFS Data Parsing, Access, Databases, Risk Management, SDLC, Process Improvement, SQL
Education
Rutgers, The State University of New Jersey-Camden 1982 — 1986
BS, Computer Science
Katharyn Collins Kubursi's Commerce Capital Markets Experience 2003 - 2004
Job SVP Distribution Management & Global Client Executive
Industry Insurance
Experience
ACE May 2006 - Present
ACE 2006 - 2015
ACE 2006 - 2015
ACE Group 2006 - 2010
ACE USA 2006 - 2008
AIG 2003 - 2005
Commerce Capital Markets 2003 - 2004
Marsh 2000 - 2003
Skills
Property & Casualty..., Underwriting, Business Development, Reinsurance, Insurance, Casualty, Professional Liability, Leadership, Commercial Insurance, Business Savvy, Liability, Interpersonal Skill, Account Management
Education
Temple University 2002 — 2008
MBA, Marketing
Penn State University 1996 — 2000
International Business, Marketing
ACE May 2006 - Present
ACE 2006 - 2015
ACE 2006 - 2015
ACE Group 2006 - 2010
ACE USA 2006 - 2008
AIG 2003 - 2005
Commerce Capital Markets 2003 - 2004
Marsh 2000 - 2003
Skills
Property & Casualty..., Underwriting, Business Development, Reinsurance, Insurance, Casualty, Professional Liability, Leadership, Commercial Insurance, Business Savvy, Liability, Interpersonal Skill, Account Management
Education
Temple University 2002 — 2008
MBA, Marketing
Penn State University 1996 — 2000
International Business, Marketing
Bret Agey's Commerce Capital Markets Experience January 2007 - August 2010
Job PCS Specialist at TD Bank Group
Industry Financial Services
Experience
TD Bank Group May 2011 - Present
TD WEALTH MANAGEMENT 2011 - Present
Commerce Capital Markets January 2007 - August 2010
Education
Penn State University 2001 — 2005
Pennsylvania State University, Smeal College of Business 2001 — 2005
TD Bank Group May 2011 - Present
TD WEALTH MANAGEMENT 2011 - Present
Commerce Capital Markets January 2007 - August 2010
Education
Penn State University 2001 — 2005
Pennsylvania State University, Smeal College of Business 2001 — 2005
Richard Rowehl's Commerce Capital Markets Experience December 2004 - October 2005
Job VP, Retirement & Financial Services
Industry Financial Services
Experience
Corporate Consulting Services June 2015 - Present
Oppenheimer & Co. Inc. October 2005 - June 2015
Commerce Capital Markets December 2004 - October 2005
JPMorgan Chase May 2003 - October 2005
KeyBank 1998 - 2000
KeyBank 1998 - 2000
Skills
Retirement Plan Expert, 401k, Profit Sharing, Defined Benefit, Cash Balance, NQDC, New Business Development, Cross Selling Skills, Territory Management, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Series 65, Series 63, Accredited Investment..., Pensions, Financial Services, FINRA, Investments, Non-Qualified Deferred..., Sales Force Development, Securities, Retirement Planning
Education
Dowling College 2001 — 2003
BBA, Management with a Minor in Finance & Marketing
Suny Delhi 1988 — 1989
AAS, Business
Corporate Consulting Services June 2015 - Present
Oppenheimer & Co. Inc. October 2005 - June 2015
Commerce Capital Markets December 2004 - October 2005
JPMorgan Chase May 2003 - October 2005
KeyBank 1998 - 2000
KeyBank 1998 - 2000
Skills
Retirement Plan Expert, 401k, Profit Sharing, Defined Benefit, Cash Balance, NQDC, New Business Development, Cross Selling Skills, Territory Management, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Series 65, Series 63, Accredited Investment..., Pensions, Financial Services, FINRA, Investments, Non-Qualified Deferred..., Sales Force Development, Securities, Retirement Planning
Education
Dowling College 2001 — 2003
BBA, Management with a Minor in Finance & Marketing
Suny Delhi 1988 — 1989
AAS, Business
Jeffery Ahrens's Commerce Capital Markets Experience April 2006 - April 2010
Job at Financial Consultant at AS Wealth Management
Industry Financial Services
Experience
AS Wealth Management February 2010 - Present
Commerce Capital Markets April 2006 - April 2010
Banc of America Investments 2003 - 2006
Morgan Stanley 2000 - 2003
Education
University of South Florida - College of Business Administration 1998 — 2000
Bachelor of Science (B.S.), Finance
AS Wealth Management February 2010 - Present
Commerce Capital Markets April 2006 - April 2010
Banc of America Investments 2003 - 2006
Morgan Stanley 2000 - 2003
Education
University of South Florida - College of Business Administration 1998 — 2000
Bachelor of Science (B.S.), Finance
Felix Nebrat's Commerce Capital Markets Experience June 2004 - October 2005
Job AVP, Commercial Credit Officer at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. May 2013 - Present
Vantage Point Bank June 2008 - May 2013
Textron Financial August 2007 - September 2008
Commerce Bank October 2005 - August 2007
Commerce Capital Markets June 2004 - October 2005
TD June 2002 - May 2004
Skills
Financial Reporting, Portfolio Management, Financial Analysis, Compliance, Loans, Documentation, Commercial Lending, Commercial Loan Review, Commercial Banking, Commercial Mortgages, Banking Relationships, Lines Of Credit, Investment Properties, SBA, Real Estate, Cash Flow, New Business Development, Refinance, Commercial Real Estate, Loan Origination, Small Business Lending, Credit, Credit Analysis, Banking, Mortgage Lending, Insurance, Investments
Education
Temple University 2001 — 2004
Finance
Santander Bank, N.A. May 2013 - Present
Vantage Point Bank June 2008 - May 2013
Textron Financial August 2007 - September 2008
Commerce Bank October 2005 - August 2007
Commerce Capital Markets June 2004 - October 2005
TD June 2002 - May 2004
Skills
Financial Reporting, Portfolio Management, Financial Analysis, Compliance, Loans, Documentation, Commercial Lending, Commercial Loan Review, Commercial Banking, Commercial Mortgages, Banking Relationships, Lines Of Credit, Investment Properties, SBA, Real Estate, Cash Flow, New Business Development, Refinance, Commercial Real Estate, Loan Origination, Small Business Lending, Credit, Credit Analysis, Banking, Mortgage Lending, Insurance, Investments
Education
Temple University 2001 — 2004
Finance
Ted Schuricht's Commerce Capital Markets Experience May 2004 - September 2004
Job J.D. CandidateRutgersCamden School of Law
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2010 - April 2011
International Fund Services March 2008 - January 2010
Smith Barney May 2006 - September 2006
Commerce Capital Markets May 2004 - September 2004
Education
Rutgers University School of Law - Camden 2012 — 2015
Doctor of Law (J.D.)
Penn State University 2003 — 2007
B.S., Economics
Morgan Stanley Smith Barney January 2010 - April 2011
International Fund Services March 2008 - January 2010
Smith Barney May 2006 - September 2006
Commerce Capital Markets May 2004 - September 2004
Education
Rutgers University School of Law - Camden 2012 — 2015
Doctor of Law (J.D.)
Penn State University 2003 — 2007
B.S., Economics
Bradford Bentzig's Commerce Capital Markets Experience April 2004 - September 2005
Job VP IG Credit Trader at HSBC Securities
Industry Capital Markets
Experience
HSBC Securities November 2009 - Present
IDB Capital Corp October 2005 - November 2009
Commerce Capital Markets April 2004 - September 2005
RBC Capital Markets November 2001 - March 2004
Skills
Fixed Income, Trading, Investments, Fixed Income Trading, Credit, Credit Sales, Credit Trading, Hedging, Wealth Management, Electronic Trading, Asset Management, Finance, Emerging Markets, Capital Markets, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Bachelor Of Science, Economics
HSBC Securities November 2009 - Present
IDB Capital Corp October 2005 - November 2009
Commerce Capital Markets April 2004 - September 2005
RBC Capital Markets November 2001 - March 2004
Skills
Fixed Income, Trading, Investments, Fixed Income Trading, Credit, Credit Sales, Credit Trading, Hedging, Wealth Management, Electronic Trading, Asset Management, Finance, Emerging Markets, Capital Markets, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Bachelor Of Science, Economics
Elizabeth Cressman's Commerce Capital Markets Experience 2006 - 2008
Job Compliance Advisor for FINRA or RIA Firms
Industry Financial Services
Experience
Lincoln Investment Planning October 2008 - December 2012
Commerce Capital Markets 2006 - 2008
FINRA June 2002 - April 2006
M and T Brokerage 2000 - 2002
Keystone Brokerage 1998 - 2000
Dreyfus Investment Services Corp 1995 - 1998
Bank of Hawaii 1993 - 1995
Dean Witter Reynolds 1984 - 1990
Skills
Series 24, Portfolio Management, Investments, Securities, Mutual Funds, FINRA, Series 7, Asset Managment, Series 6, Financial Services
Education
American University 1974 — 1978
Bachelor of Arts--With Honors, American Studies
Lincoln Investment Planning October 2008 - December 2012
Commerce Capital Markets 2006 - 2008
FINRA June 2002 - April 2006
M and T Brokerage 2000 - 2002
Keystone Brokerage 1998 - 2000
Dreyfus Investment Services Corp 1995 - 1998
Bank of Hawaii 1993 - 1995
Dean Witter Reynolds 1984 - 1990
Skills
Series 24, Portfolio Management, Investments, Securities, Mutual Funds, FINRA, Series 7, Asset Managment, Series 6, Financial Services
Education
American University 1974 — 1978
Bachelor of Arts--With Honors, American Studies
Ray Konick's Commerce Capital Markets Experience January 2006 - January 2007
Job Compliance Analyst at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) January 2007 - Present
Commerce Capital Markets January 2006 - January 2007
Skills
Equities, Investments, Series 7, Fixed Income, Finance, FINRA, Financial Services, Bloomberg, Securities, Bloomberg Terminal, Trading, ETFs, Financial Markets, Proprietary Trading, Bonds, Market Making, Middle Office, Back Office, Equity Trading, Options, Electronic Trading, Derivatives
Education
Richard Stockton College of New Jersey 2001 — 2003
Bachelor's of Science, Finance, General
Goldey Beacom College 1999 — 2001
Accounting and Finance
Wildwood Catholic H. S. 1996 — 1999
Susquehanna International Group, LLP (SIG) January 2007 - Present
Commerce Capital Markets January 2006 - January 2007
Skills
Equities, Investments, Series 7, Fixed Income, Finance, FINRA, Financial Services, Bloomberg, Securities, Bloomberg Terminal, Trading, ETFs, Financial Markets, Proprietary Trading, Bonds, Market Making, Middle Office, Back Office, Equity Trading, Options, Electronic Trading, Derivatives
Education
Richard Stockton College of New Jersey 2001 — 2003
Bachelor's of Science, Finance, General
Goldey Beacom College 1999 — 2001
Accounting and Finance
Wildwood Catholic H. S. 1996 — 1999
Peter Ressler AIF®'s Commerce Capital Markets Experience February 2001 - December 2007
Job Senior Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2007 - Present
Commerce Capital Markets February 2001 - December 2007
Skills
Retirement Planning, Investments, Asset Allocation, Retirement, Insurance, Finance, 401k, Securities, Sales, Mutual Funds, Financial Analysis, Investment Strategies, Asset Management, Financial Services, Risk Management
Education
Villanova University 1999 — 2001
Master of Business Administration (M.B.A.)
American University 1994 — 1994
Public and Constitutional Law
Lycoming College 1990 — 1994
Bachelor's Degree, Political Science and Biology
Wells Fargo Advisors, LLC December 2007 - Present
Commerce Capital Markets February 2001 - December 2007
Skills
Retirement Planning, Investments, Asset Allocation, Retirement, Insurance, Finance, 401k, Securities, Sales, Mutual Funds, Financial Analysis, Investment Strategies, Asset Management, Financial Services, Risk Management
Education
Villanova University 1999 — 2001
Master of Business Administration (M.B.A.)
American University 1994 — 1994
Public and Constitutional Law
Lycoming College 1990 — 1994
Bachelor's Degree, Political Science and Biology
Zack Bowen's Commerce Capital Markets Experience July 2001 - May 2003
Job Principal at Bowen Asset Management LLC
Industry Financial Services
Experience
Bowen Asset Management LLC August 2012 - Present
Noble Financial Capital Markets August 2011 - August 2012
CL King & Associates December 2007 - July 2011
Avondale Partners LLC, August 2003 - September 2007
Commerce Capital Markets July 2001 - May 2003
Janney Montgomery Scott, LLC. January 1991 - July 2001
Prescott, Ball & Turben, Inc./ Kemper Securities / Everen 1988 - 1991
Swergold, Chefitz, & Sinsabaugh, Inc 1987 - 1988
Freimark Blair & Co., Inc 1985 - 1987
Butcher & Singer, Inc 1982 - 1985
Skills
Strategic Planning, New Business Development, Investments, Equity Research, Capital Markets, Financial Advisory, Strategic Financial..., Start-ups, Finance, Trading, Corporate Communications, Asset Management, Management, Analysis, Equity Trading, Financial Services, Valuation, Economics, Mergers & Acquisitions, Fixed Income, Wealth Management, Banking, Asset Managment, Leadership, Investment Banking, Risk Management, Portfolio Management, Strategy, Due Diligence, Hedge Funds
Education
Rutgers, The State University of New Jersey 1997 — 2001
MBA2002, Finance
Binghamton University 1978 — 1980
B.A, English
Bowen Asset Management LLC August 2012 - Present
Noble Financial Capital Markets August 2011 - August 2012
CL King & Associates December 2007 - July 2011
Avondale Partners LLC, August 2003 - September 2007
Commerce Capital Markets July 2001 - May 2003
Janney Montgomery Scott, LLC. January 1991 - July 2001
Prescott, Ball & Turben, Inc./ Kemper Securities / Everen 1988 - 1991
Swergold, Chefitz, & Sinsabaugh, Inc 1987 - 1988
Freimark Blair & Co., Inc 1985 - 1987
Butcher & Singer, Inc 1982 - 1985
Skills
Strategic Planning, New Business Development, Investments, Equity Research, Capital Markets, Financial Advisory, Strategic Financial..., Start-ups, Finance, Trading, Corporate Communications, Asset Management, Management, Analysis, Equity Trading, Financial Services, Valuation, Economics, Mergers & Acquisitions, Fixed Income, Wealth Management, Banking, Asset Managment, Leadership, Investment Banking, Risk Management, Portfolio Management, Strategy, Due Diligence, Hedge Funds
Education
Rutgers, The State University of New Jersey 1997 — 2001
MBA2002, Finance
Binghamton University 1978 — 1980
B.A, English
Duncan Swezey's Commerce Capital Markets Experience May 1999 - March 2008
Job Managing Director, Head of US Rates Commercial Derivative Sales at TD Securities
Industry Banking
Experience
TD Securities November 2013 - Present
TD Bank USA March 2008 - November 2013
Commerce Capital Markets May 1999 - March 2008
Corestates Bank/First Union January 1993 - November 1998
Skills
Derivatives, Commercial Banking, Banking, Credit, Commercial Lending, Credit Analysis, Loans, Retail Banking, Wealth Management, Small Business Lending, Investments, Risk Management, Equities
Education
The Johns Hopkins University 1978 — 1981
BA, Economics
TD Securities November 2013 - Present
TD Bank USA March 2008 - November 2013
Commerce Capital Markets May 1999 - March 2008
Corestates Bank/First Union January 1993 - November 1998
Skills
Derivatives, Commercial Banking, Banking, Credit, Commercial Lending, Credit Analysis, Loans, Retail Banking, Wealth Management, Small Business Lending, Investments, Risk Management, Equities
Education
The Johns Hopkins University 1978 — 1981
BA, Economics
Lesley Ritter's Commerce Capital Markets Experience 2001 - 2004
Job Analyst at Moody's Investor Services Utilities Group
Industry Financial Services
Experience
Moody's Investors Service 2012 - Present
GE Energy Financial Services 2007 - 2010
Commerce Capital Markets 2001 - 2004
Education
Columbia University - School of International and Public Affairs 2005 — 2007
MIA, Finance and Energy Policy
Union College 1997 — 2001
BA, Economics
Moody's Investors Service 2012 - Present
GE Energy Financial Services 2007 - 2010
Commerce Capital Markets 2001 - 2004
Education
Columbia University - School of International and Public Affairs 2005 — 2007
MIA, Finance and Energy Policy
Union College 1997 — 2001
BA, Economics
James Dotzman's Commerce Capital Markets Experience September 2006 - December 2008
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2013 - Present
Piper Jaffray January 2011 - August 2013
JVB Financial Group, LLC November 2009 - December 2010
Td Securities USA Inc January 2009 - November 2009
Commerce Capital Markets September 2006 - December 2008
Starboard Capital Markets Inc July 1994 - September 2006
A. Webster Dougherty & Co., Inc. January 1985 - July 1994
Skills
Investments, Asset Allocation, Securities, Financial Services, Fixed Income Strategies, Wealth Management..., Microsoft Office,..., Relationship Management
Education
La Salle University - School of Business Administration 1978 — 1982
B.S., Accounting, Finance
North Catholic H.S. 1974 — 1978
Oppenheimer & Co. Inc. August 2013 - Present
Piper Jaffray January 2011 - August 2013
JVB Financial Group, LLC November 2009 - December 2010
Td Securities USA Inc January 2009 - November 2009
Commerce Capital Markets September 2006 - December 2008
Starboard Capital Markets Inc July 1994 - September 2006
A. Webster Dougherty & Co., Inc. January 1985 - July 1994
Skills
Investments, Asset Allocation, Securities, Financial Services, Fixed Income Strategies, Wealth Management..., Microsoft Office,..., Relationship Management
Education
La Salle University - School of Business Administration 1978 — 1982
B.S., Accounting, Finance
North Catholic H.S. 1974 — 1978
carlo vinicio's Commerce Capital Markets Experience DGMCommerce Banc Insurance ServicesJanuary 2001 - Present
Job DGM at Commerce Banc Insurance Services
Industry Banking
Experience
Commerce Capital Markets DGMCommerce Banc Insurance ServicesJanuary 2001 - Present
TD Ameritrade November 1987 - December 2001
Education
American Graduate University 1989 — 2001
ba, economics
Commerce Capital Markets DGMCommerce Banc Insurance ServicesJanuary 2001 - Present
TD Ameritrade November 1987 - December 2001
Education
American Graduate University 1989 — 2001
ba, economics
Dianna Geist's Commerce Capital Markets Experience January 1995 - December 2000
Job Managing Director at NW Financial
Industry Financial Services
Experience
NW Financial Group January 2010 - Present
Senior Managing Consultant NJ Asset & Rebate Managment Program May 2001 - May 2007
Commerce Capital Markets January 1995 - December 2000
Skills
Seasoned banking..., Over 25 years banking..., Expertise in public..., Superior relationship..., Banking, Capital Markets, Investments, Investment Advisory, Series 7, Fixed Income, Bonds, Securities, Finance, Portfolio Management, Credit, Asset Management, Relationship Management, Financial Analysis, Financial Modeling, Loans, Investment Banking, Financial Structuring, Structured Finance
Education
Rutgers, The State University of New Jersey-Camden
NW Financial Group January 2010 - Present
Senior Managing Consultant NJ Asset & Rebate Managment Program May 2001 - May 2007
Commerce Capital Markets January 1995 - December 2000
Skills
Seasoned banking..., Over 25 years banking..., Expertise in public..., Superior relationship..., Banking, Capital Markets, Investments, Investment Advisory, Series 7, Fixed Income, Bonds, Securities, Finance, Portfolio Management, Credit, Asset Management, Relationship Management, Financial Analysis, Financial Modeling, Loans, Investment Banking, Financial Structuring, Structured Finance
Education
Rutgers, The State University of New Jersey-Camden
Colleen Lindh's Commerce Capital Markets Experience September 2005 - January 2009
Job FINOP/CCO
Industry Financial Services
Experience
Drexel Hamilton June 2011 - Present
TD Securities January 2009 - March 2010
Commerce Capital Markets September 2005 - January 2009
N. D. Meyer & Co., Inc. June 1987 - September 2005
Skills
Process Improvement, Bloomberg, Back Office, Internal Controls, Uniform Combined State..., Management, Financial Services, Leadership, Contract Negotiation, Accounting, Financial Reporting
Education
Saint Joseph's University
Accounting, Business Administration
Drexel Hamilton June 2011 - Present
TD Securities January 2009 - March 2010
Commerce Capital Markets September 2005 - January 2009
N. D. Meyer & Co., Inc. June 1987 - September 2005
Skills
Process Improvement, Bloomberg, Back Office, Internal Controls, Uniform Combined State..., Management, Financial Services, Leadership, Contract Negotiation, Accounting, Financial Reporting
Education
Saint Joseph's University
Accounting, Business Administration
Sean Schmid's Commerce Capital Markets Experience 2003 - 2005
Job COO at Longview Capital Management, LLC
Industry Financial Services
Experience
Longview Capital Management, LLC October 2005 - Present
Longview Financial Advisors, LLC September 2005 - July 2011
Commerce Capital Markets 2003 - 2005
CCMI / A.H. Williams January 2000 - December 2002
Sea Isle City Beach Patrol June 1990 - September 1997
Skills
Financial Planning, Wealth Management, Product Development, Compliance, Accounting, Product Marketing, Mutual Funds, Money Management, Technical Analysis, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Asset Management, Strategic Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 1999
Master of Science (M.S.), Marketing, Business Administration
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
Bachelor of Science (B.S.), Marketing
Longview Capital Management, LLC October 2005 - Present
Longview Financial Advisors, LLC September 2005 - July 2011
Commerce Capital Markets 2003 - 2005
CCMI / A.H. Williams January 2000 - December 2002
Sea Isle City Beach Patrol June 1990 - September 1997
Skills
Financial Planning, Wealth Management, Product Development, Compliance, Accounting, Product Marketing, Mutual Funds, Money Management, Technical Analysis, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Asset Management, Strategic Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 1999
Master of Science (M.S.), Marketing, Business Administration
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
Bachelor of Science (B.S.), Marketing
William Sutherland's Commerce Capital Markets Experience 2001 - 2003
Job Managing Director at Emerging Growth Equities
Industry Capital Markets
Experience
Emerging Growth Equities August 2013 - Present
Northland Securities October 2011 - July 2013
Boenning & Scattergood 2003 - 2011
Commerce Capital Markets 2001 - 2003
Janney Montgomery Scott 1993 - 2001
Skills
Equity Research, Equities, Capital Markets, Investments, Series 7, Valuation, Asset Managment, Financial Modeling, Bloomberg, Financial Analysis, Asset Management, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Portfolio Management, Securities, Due Diligence, Trading, Private Equity, Fixed Income
Education
Columbia University - Columbia Business School 1981 — 1982
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Ameican Studies
Emerging Growth Equities August 2013 - Present
Northland Securities October 2011 - July 2013
Boenning & Scattergood 2003 - 2011
Commerce Capital Markets 2001 - 2003
Janney Montgomery Scott 1993 - 2001
Skills
Equity Research, Equities, Capital Markets, Investments, Series 7, Valuation, Asset Managment, Financial Modeling, Bloomberg, Financial Analysis, Asset Management, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Portfolio Management, Securities, Due Diligence, Trading, Private Equity, Fixed Income
Education
Columbia University - Columbia Business School 1981 — 1982
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Ameican Studies
Christina Nagy's Commerce Capital Markets Experience 2001 - 2006
Job Compliance at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2006 - Present
Commerce Capital Markets 2001 - 2006
Skills
Securities, Series 7, Capital Markets, Series 63, Fixed Income, Series 24, Securities Regulation, Accounting, Microsoft Office
Education
Rowan University 1994 — 1998
Bach. of Science, Accounting
Janney Montgomery Scott August 2006 - Present
Commerce Capital Markets 2001 - 2006
Skills
Securities, Series 7, Capital Markets, Series 63, Fixed Income, Series 24, Securities Regulation, Accounting, Microsoft Office
Education
Rowan University 1994 — 1998
Bach. of Science, Accounting
Ann Flynn's Commerce Capital Markets Experience February 1997 - January 2000
Job Managing Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings 2008 - Present
RBC Capital Markets August 2005 - December 2007
State of New Jersey February 2002 - August 2005
New Jersey Educational Facilities Authority February 2000 - February 2002
Commerce Capital Markets February 1997 - January 2000
Ryan Beck & Co. September 1987 - February 1997
Education
Skidmore College
BA, Government Economics
Vermont Law School
JD
Fitch Ratings 2008 - Present
RBC Capital Markets August 2005 - December 2007
State of New Jersey February 2002 - August 2005
New Jersey Educational Facilities Authority February 2000 - February 2002
Commerce Capital Markets February 1997 - January 2000
Ryan Beck & Co. September 1987 - February 1997
Education
Skidmore College
BA, Government Economics
Vermont Law School
JD